RBC Capital Markets
47yrs
Top 1% by experience in Omaha
20yrs
Based in Omaha, Nebraska, Barbara Cook is a fiduciary financial advisor with 20 years of industry experience. Barbara joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 63% of advisors in Omaha
Office9900 Nicholas St Suite 360, Omaha, NE 68114
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
Contact Barbara
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Barbara. 9900 Nicholas St Suite 360Omaha, NE 68114Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Barbara
Tailored to Barbara’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Barbara
How do I contact Barbara?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Barbara Cook. Barbara works from the Omaha, NE office.
How long has Barbara been a financial advisor?
Barbara has been in the industry since 2007, about 20 years. More experience than 63% of advisors in Omaha.
What licenses does Barbara hold?
Series 66. Tap any license on this page to see what it allows.
Is Barbara a fiduciary?
Barbara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Barbara paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Barbara for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Omaha
LPL Financial
47yrs
Top 1% by experience in Omaha
Ameriprise Financial Services
47yrs
Top 1% by experience in Omaha
Gladstone Wealth Partners
47yrs
Top advisor by experience at Gladstone Wealth Partners
Arnold Weitz & CO
47yrs
Top 1% by experience in Omaha